Wealth Management Formula
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1 AP = WE + WT +WP + CG RM = CRM + ENRM WE = Wealth Enhancement (tax and cashflow planning) Historical Portfolio Performance Analysis Risk Evaluations Asset Allocation Investment Policy Statement Building and Review Portfolio Preservation It is a verbal description of how all this moves toward goal The investment plan is completed during IC, which includes Asset allocation (both current and recommended). WT = Wealth Transfer (transferring wealth effectively; may not be within a family) WP = Wealth Protection (risk mitigation, legal structures and transferring risk to insurance company) CG = charitable giving
2 WM = IC + AP + RM WM = IC (Investment Consulting) + AP (Advanced Planning) + RM ()
3 Historical Portfolio Performance Analysis Risk Evaluations Asset Allocation Investment Policy Statement Building and Review Portfolio Preservation It is a verbal description of how all this moves toward goal fulfillment aligned with stated values.
4 AP = WE + WT +WP + CG WE = Wealth Enhancement (tax and cash-flow planning) The investment plan is completed during IC, which includes Asset allocation (both current and recommended). WT = Wealth Transfer (transferring wealth effectively; may not be within a family) WP = Wealth Protection (risk mitigation, legal structures and transferring risk to insurance company) CG = charitable giving
5 RM = CRM + ENRM Historical Portfolio Performance Analysis Risk Evaluations Asset Allocation Investment Policy Statement Building and Review Portfolio Protection It is a verbal description of how all this moves toward goal fulfillment aligned with stated values. AP = WE + WT +WP + CG RM = CRM + ENRM WE = Wealth Enhancement (tax and cash-flow planning) The investment plan is completed during IC, which includes Asset allocation (both current and recommended). WT = Wealth Transfer (transferring wealth effectively; may not be within a family) WP = Wealth Protection (risk mitigation, legal structures and transferring risk to insurance company) CG + charitable giving
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